Join us to freshen up your plan and protect your future.

When

Wednesday, April 30, 2025

11:00 AM (PT)

Where

Zoom, online!

The zoom link will be sent to you upon registration.

Speaking at this event:

Mark Krause, JD

Attorney

Copenbarger & Copenbarger, LLP

Charles Sosa,

Chief Executive Officer

Lifestyle Financial Services

2025 Legacy Spring Cleaning 

Our 2025 Legacy Spring Cleaning webinar, hosted by Copenbarger & Copenbarger LLP with a special guest from Lifestyle Financial, is designed to help you take a holistic look at your future.  

It’s tax season - when you’re already gathering key financial documents - making it the perfect time to also review your estate and financial plan.  

With everything at your fingertips, this is a smart opportunity to ensure your legacy plan reflects your current life, goals, and circumstances. Whether you’re preparing for retirement, considering educational expenses, or want to make sure your wishes will be carried out as intended, this webinar will walk you through what you need to know to feel confident and protected. 

Key topics to be covered include: 

• Ensuring your plan grows and changes along with your life
• Important 2025 legal updates that could impact your estate plan 
• Strategies to include medical or financial decisions, investments, and estate considerations for legal and financial security 
• Solutions to protect your family's financial future in the event of unforeseen circumstances 
• Non-traditional investment opportunities to diversify your portfolio 

Don’t miss this event! To register for this webinar, click the link above or call us at (800) 244-8814. Even if you cannot attend this event live, register to receive the recording and information.

We highly recommend that you invite anyone who

may benefit from this free educational event!